Running a Business Is Tough.
Tell me if this sounds familiar:
- You’re so focused on running your business that there’s no time to organize your finances or plan for the long term.
- Business taxes can be difficult to optimize, especially alongside personal finances.
- Managing excess income while scaling leaves you unsure of the next move.
- Navigating the tax complexities of selling your business has you questioning the best strategy.
- Figuring out whether to keep investments in your business or personal accounts can be confusing.
These challenges are common.
In today’s unpredictable business climate, a solid financial strategy is crucial. Our team, with professional designations like CFP, CFA, and CPA, specializes in creating clear, actionable financial plans for business owners and professionals.
These plans are designed to help your business thrive, whether it’s scaling operations, reducing taxes, or planning for a sale.
As entrepreneurs ourselves, we know how challenging it can be to juggle business growth, personal finances, and long-term goals.
Being fee-only planners, we provide clear, unbiased advice with no sales pitches or hidden agendas. Together, we’ll build a financial plan that aligns with your business and personal goals.
Reduce Tax Burden
Pay what you owe, not a penny more.
We’ll craft a tailored plan to minimize your tax liabilities and keep more money in your business and your pocket.
Handle Growth With Ease
Scaling your business comes with unique challenges.
We’ll handle the financial complexities so you can focus on driving results.
Plan Your Exit
Don’t let uncertainty hold you back when it’s time to sell.
We’ll help you design an exit strategy that maximizes your business value and protects your legacy.
How Our Process Works
Step 1: Book a Free Consultation
Let’s connect for a 30-minute Zoom call to discuss your business and personal goals, like scaling efficiently, reducing taxes, retirement planning, and discuss your exit strategy. We’ll assess your current financial position, set clear targets, and recommend the right package for your needs. You can start by booking your free consultation here.
Step 2: Create your Financial Blueprint
If you decide to move forward, we’ll assign a business-focused financial planner and send you a welcome email with a questionnaire and service agreement. Once payment is completed, we’ll meet to review your business finances, growth goals, and challenges in detail. Over the next 2–4 weeks, we’ll leverage advanced tools and expertise to create a customized financial blueprint tailored to your business needs and objectives.
Step 3: Your Blueprint Delivered
Your customized business financial plan will be delivered in a 1–2 hour Zoom meeting, complete with a detailed PDF outlining strategies for tax optimization, cash flow management, and business growth. We’ll walk you through each step and provide a recording for your reference, plus provide six months of follow-up support.
Testimonial
Our Packages and Pricing
All-Inclusive: Enjoy ALL the features of our Individual and Household Blueprint PLUS the following:
FAQs
The fee varies based on the complexity of your needs.
A business owner with basic corporate tax and retirement planning needs would fall on the lower end, while those needing more complex strategies, such as those with multiple rental properties, or advanced retirement solutions, would be at the higher end.
That being said, most of our plans have ended up being $5,000 – $6,000. This will be determined at the first free consultation, so book with us here to find out!
We totally get it; trusting people online with your finances isn’t easy. You can never be too careful, and we respect that. Here’s why you can feel confident about working with us:
- Proven Expertise: Our team includes professionals holding CFP, CFA, and CPA designations. To maintain these respected credentials, we must adhere to strict ethical codes set by these organizations.
- Check our credentials: You can check that we are in good standings with our professional institutions here:
- CFA Member Directory (Christopher Liew)
- CFP Planner Directory (Christopher Liew, Obed Maurice and Simon Wong)
- CPA Canada (Obed Maurice)
- Your Finances Stay Secure: We’ll never ask for access to your accounts, only the necessary information needed to build your plan.
- No Hidden Costs: We operate on a fee-only model, meaning you’ll always know exactly what you’re paying for, with no commissions or product sales influencing our advice.
- References: We’re happy to connect you with clients who can share their experiences working with us.
We operate as a fully digital office, allowing you to connect with us from anywhere in Canada via video calls, email, or phone. While our planners are based in Calgary, Invermere, Edmonton and Vancouver, we are proud to service clients nationwide and have had clients from every province.
This streamlined approach reduces overhead, keeps our fees lower, and helps us provide personalized, transparent service tailored to you. It’s financial planning made modern and convenient, and we think you’ll love our fresh approach!
Yes, absolutely! We’d be happy to connect you with some of our former clients who have agreed to share their experiences. Let us know, and we’ll arrange it for you.
We guarantee an 8X return on the fee you invest in our services, or your money back. For example, a $5,000 plan is guaranteed to add $40,000 to your net worth compared to your original plan.
Many beginners have benefited greatly from our plans, but even seasoned finance professionals find value in an impartial review. Like second opinions in law or medicine, a fresh perspective on your finances can uncover missed opportunities or risks (and this often occurs in our free 30-minute consultation!)
Our clear, tailored approach maximizes your financial potential and delivers peace of mind. If we don’t meet the 8X guarantee, you don’t pay, it’s as simple as that.
Simon Wong, with his MBA in Accounting and CFP® certification, is our main financial planner. He’s here to simplify your finances, whether it’s planning for retirement or making big decisions about your business.
Obed Maurice is our tax and accounting specialist. With his CPA background and years of experience at an accounting firm, he’s here to guide you through tricky tax questions and keep everything running smoothly.
Chris Liew, the founder of Blueprint Financial and a CFA Charterholder, oversees every plan behind the scenes. He also steps in for complex investment strategies given his strong background in that field.
We also work with trusted investment partners to ensure your plan is as strong as possible. Learn more about the team on the About page!
